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How To View, Add, & Remove Work Order Contacts/Work Order Manager

Viewing Contacts

Go to the Work Orders page, open a Work Order, and click the Contacts button to view the Work Order Manager.
Screenshot 2026-08-23 at 7.35.32 AM

Adding New Contacts

  1. To add a new Work Order Manager follow these steps.
    Screenshot 2026-08-23 at 7.51.29 AM
  2. Select Team Members and click Save. Click on the cross icon to remove any Contact from the Work Order.
    Screenshot 2026-08-23 at 7.53.03 AM

Removing Contacts

To add/remove existing Work Order Manager from an existing Work Order click on the "Edit" button to remove existing Work Order Manager and add a new Manager.

Screenshot 2026-08-23 at 7.54.07 AM